Question

Get Things Done

Forum|Forum|2 years ago
December 4, 2023
10 replies
1 view

I added two other accounts to my QBO profile. The new accounts do NOT have the "Get Things Done" tab. The flowchart is missing and it makes it more difficult to get items completed. How do I add this to the Dashboard?

QuickBooks Online

A

amb8145Author

QBO help desk couldn't figure it out.

Clark_B

QuickBooks Team

I appreciate you for sharing your concern with us here in the QuickBooks Community, @amb8145.

Let me provide information about the Get Things Done tab in your QuickBooks Online (QBO) account.

We've made some changes to the Get Things Done (GTD) page and it's now updated for all customers across all geos and all SKUs (except Advanced). Instead of seeing the classic "Workflow map", you will now see a number of new widgets on the GTD page, including:

Quick Actions: a new pattern that allows customers to create invoices, estimates, customers, etc directly from the GTD page.
To do list: system-generated tasks that prompt customers to categorize their transactions, review their receipts, send reminders for overdue invoices, etc.
Bank Accounts widget: customers will now be able to view their bank balances directly on the GTD page.
Tips Cards: customers will see tips cards that prompt them to sign up for QB Payments or download the QBM app.
Explore QuickBooks Products Section: customers will see a section that helps them discover all the additional ecosystem services that QuickBooks offers.

For future reference, In case you need further guidelines for effectively managing your business using QBO, you can read this article: Help guide for QuickBooks Online.

Feel free to reach out again, if you have further concerns about the Get Things Done or other QBO-related concerns. I'll be happy to assist you.

A

amb8145Author

The "Get Things Done" link isn't even there. There's only "Home" "Cash Flow" and "Planner."

J

jefftheplumber

I am having the same problem and the QBO support on the phone yesterday told me it was a known bug but I just got an email about my case # and nothing has changed on the dashboard. I've done incognito, different browsers, log in/out of my account etc.

Have you found any resolutions to this?

At least my recurring transactions box is back, that was missing after this change yesterday.

J

JamesAndrewM

Moderator

Welcome to the forum, and thanks for joining the thread, Jeff. I'll share information relating to the issue you are having about the accounts not having the Get Things Done tab.

We currently have an open investigation (INV-96354) into this concern. For now, it is best to contact our QuickBooks Online Support Team so they can include you in the list of affected users. This way, they will be able to notify you as soon as any solution is available.

To speak with one of our experts from QuickBooks Online Support. Please follow the steps below to contact support:

1. Sign into your QuickBooks Online company. Select Help (?).

2. Choose either tab: Assistant or Talk to a Human.

3. Search or click Contact Us.

4. Start a chat with a support expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

I'm including these articles you may find helpful in the future while working on a task in QuickBooks Online:

Your patience on the matter is well appreciated. Our engineers are working hard to find the best solution for the missing tab. If you have further questions about the features available in QBO, drop a comment below, and I will answer them in any possible way. That's it for now. Stay safe!

B

Business Quarterback

Got an email from Intuit today (12/14/23) saying they reviewed my case for the missing "Get Things Done" feature and "QuickBooks Online is working as designed". In other words, they removed it on purpose and they aren't putting it back.

Major disappointment as I relied on that feature heavily to stay on top of scheduled transactions, especially when they deviated from our standard procedures at the customers' request.

Another #intuitfail #sameasiteverwas

A

abcde123456

I got the same response. They seem to have purposefully removed a very useful easy to understand feature.

"We’re reaching out to you about a recent issue you had with Get things done tab missing from the Dashboard.

We reviewed your case (***********), and found that QuickBooks Online is working as designed. We appreciate you reaching out to us with your concerns, and would like to hear more. Submit your feedback in QuickBooks Online by selecting the Gear icon, then selecting Feedback."

B

BellevueBookkeper

I spent an hour on chat with them about this today. Apparently it's a known issue and they're working on it.

L

lacycpa

I'm having the exact same problem. Starting about two weeks ago, the Get Things Done tab was available on only three out of my four company accounts (all four have a QBO Plus subscription). The QB rep that I talked to said it was a known issue (INV-96354) and that QB is working on it. I received an email from QBOCare right after the phone call, and I have not heard back since then. Today, the Get Things Done tab is only available on one out of the four company accounts. I hope they can resolve this quickly.

JoesemM

QuickBooks Team

Thanks for joining the thread, @lacycpa. Let me share information about the Get Things Done tab in your QBO account.

As part of our global design commitment for FY24, we are preparing to roll out our homepage experiment for FY24Q1 to all regions worldwide. This will involve renaming the Get Things Done section to Home in both the left-hand menu and the tabs on the homepage.

That said, we combined your Get Things Done and business overview pages into one fully customizable homepage. This way, you can get an overview of your business and get everything you need to get done on one page.

Also, I have reviewed the investigation number you provided, and it appears that it has already been closed as it was functioning as intended with the Get Things Done tab missing from the dashboard.

However, if you want this section in your dashboard, I'd recommend sending feedback to our product development team. We take customer suggestions as opportunities to improve the various features of our products. When you're ready, here's how to do it:

Log in to your QBO account.
Go to the Gear icon at the top, then select Feedback.
Enter your comments or product suggestions.
Click Next to complete the process.

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

Additionally, I'll share these links that will guide you about the two ways to display your account and view the status of sales transactions in QBO:

I'll be around if you need more help managing your dashboard in QBO or anything else, and I'll get back to you as soon as I can. Have a good day.

ShyMae

QuickBooks Team

@JoesemM You are not correct. "Get Things Done" does NOT appear on my menu, my Home page, or anywhere else in QBO. I have investigated the 'Customize Layout' options - not there. This loss is crippling and needs to be fixed ASAP. Here is a screenshot from my account:

Do NOT "experiment" with live accounts without a way for the user to roll back the changes.

I see all your efforts to see the "Get Things Done," I understand this is very important to you @Business Quarterback.

As mentioned by my colleague, we are preparing to roll out our homepage experiment for FY24Q1 to all regions worldwide. This involves changing the name of the 'Get Things Done' section to 'Home' in both the left-hand menu and the tabs on the homepage.

Furthermore, we have combined your Get Things Done and Business overview pages into one customizable homepage. You can now manage everything on one page. Please be aware that both serve the same purposes, so there's no need to worry.

See attached screenshot for reference.

If you'd like to see the "Get Things Done" back in your dashboard, I recommend sending feedback to our product development team. They'll review your suggestions or opinions and may consider adding them in future updates. We deeply value your thoughts and experience.

To submit your suggestion:

Select the Gear icon, then choose Feedback.
Type in your suggestions, experience and opinions.
Select Next to submit.

Moreover, I'll be adding an article to help you manage your dashboard displays: Adjust QuickBooks homepage.

You can return here for further clarification and information regarding your home page displays. I'd be here to assist you always.

L

lacycpa

I'm having the exact same problem. Starting about two weeks ago, the Get Things Done tab was available on only three out of my four company accounts (all four have a QBO Plus subscription and the subscriptions all started over a year ago). The QB rep that I talked to said it was a known issue (INV-96354) and that QB is working on it. I received an email from QBOCare right after the phone call, and I have not heard back since then. Today, the Get Things Done tab is only available on one out of the four company accounts. I hope they can resolve this quickly.

B

bcropper

I have the same issue as everyone here. Get Things Done appears on some clients accounts and not others. The closest I can get to it it to go 1. Settings. 2. Recurring Transactions. 3. Click on "Reminder List" in the upper right corner. This at least brings up the outstanding recurring transactions in the format it used to appear in "Get Things done".

S

sriii

I just migrated about 6 companies from desktop to QuickBooks online. A couple of the companies have "getting things done" available under the "Dashboards" menu but most of them don't. I would love having this available for all the companies. Sounds like this may not be possible. Any updates? Thanks!

I

IrizA

Level 2

Let me share some updates regarding the Get Things Done tab in your QuickBooks Online (QBO) account, sriii.

Currently, the Get Things Done is updated for all customers across all geos and SKUs (except Advanced). Instead of seeing the classic Workflow map, customers will now see several features on the Get Things Done or Home page consisting of the following widgets:

Quick Actions: a new pattern that allows customers to create invoices, estimates, customers, vendors, etc., directly from the Get Things Done page.
To-do list: system-generated tasks that prompt customers to categorize their transactions, review their receipts, send reminders for overdue invoices, etc.
Bank Accounts widget: customers will now be able to view their bank balances directly on the GTD page.
Tips Cards: customers will see tip cards that prompt them to sign up for QB Payments or download the QBM app.
Explore QuickBooks Products Section: customers will see a section that helps them discover all the additional ecosystem services that QuickBooks offers.

If you'd like to see the Get Things Done in all of your company files, I recommend sending feedback. This way, our developer team may be able to consider your suggestion in future updates. We sincerely appreciate your understanding and thank you for your contribution to helping us enhance our services.

Select the Gear icon, then choose Feedback.
Enter your comments or product suggestions.
Select Next to submit.

You can track feature requests through the QuickBooks Online Feature Requests website.

Additionally, you can utilize this material to learn more about QuickBooks Online: Get started and adjust settings after you sign up for QuickBooks Online.

If you'd like to modify your company settings, you can make use of this article since it contains some steps that can walk you through the process: Edit company settings in QuickBooks Online.

If you need further assistance, just let me know by leaving a comment below. I'll be glad to help you out. Stay safe, and have a great day ahead.

C

CFOPres

I have used QBO for years and when the Reminders option appeared on the "Get Things Done" Menu I happily used it. The "Get Things Done" Menu disappeared last week. I know I can go to Recurring Transactions but the problems with using those to actually MAKE the transactions was why I thought Reminders had appeared. I know I can choose Reminders in the Recurring Transactions area but the functionality is not the same so far - When I address a reminder it just disappears - there are almost none left but some should have appeared again for a second cycle a week later.

Bottom line, how are users addressing their reminders that they setup in Recurring Transactions? Mine are for AP, Journal Entries and even just reminders to do something which I create with a zero journal entry in random unused accounts.

AlverMarkT

Moderator

I appreciate you joining the thread, @CFOPres.

Users can still address the reminders created from recurring transactions from the Dashboard page. Let me share insights following the recent change in the new homepage experience.

We're currently rolling out a new homepage experience where the Get Things Done and Business overview are being combined and renamed to Home. This is to make the homepage more customizable for users so they can tweak it to suit their needs. However, I recognize that it's important to be notified of a task reminder before and after its completion. For this, you can consider contacting our Support Team to learn more about this new change.

1. In your QBO account, go to Help (?).

2. Select either of these tabs:

Assistant tab and type Talk to a human.
Search tab and click on Contact us to connect with a support expert.

3. Choose how you want to reach us (phone or chat).

For Simple Start, Essentials, and Plus, support is available Monday to Friday from 6 AM PT to 6 PM PT and Saturday 6 AM to 3 PM PT. For Advanced, support is available any time and any day.

Should you need help with any other QuickBooks Online (QBO) concerns, let me add this resource: Self-help articles.

We'll be here in the Community if you have further concerns about the Get Things Done page in QBO. We'll do our best to assist.

N

nfisteve

I accidentally found a way to access the old flow chart view - you have to switch "Desktop View" off and then back on again and it will appear when the screen resets. See attached photo for the location of the Desktop View switch.

This is definitely not a solution, but it's working for now. It seems pretty clear to me that this is the most streamlined, easy way to see all of these tasks together on one page. Everything else that QB has done is simply clunky and difficult to work with, they need to get their s**t together and listen to their customers.

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